Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| IIBIX (IVY GLOBAL INCOME ALLOCATION FUND CLASS I) | NA | -1.70% | 5.28% | 3.61% | 7.67% | NA | NA | … | … |
Data as of 11/02/2018, Common starting date is 04/10/2007
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| IIBIX (IVY GLOBAL INCOME ALLOCATION FUND CLASS I) | 04/10/2007 | 11/02/2018 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 1.30 | -1.70 | 5.28 | 3.61 | 7.67 | NA | NA | … | … | -3.45 | 14.12 | 6.79 | -0.85 | 1.98 | 11.22 | 11.28 | -3.66 | 12.63 | 28.88 | -32.23 | 5.89 |
| Sharpe Ratio | NA | -0.42 | 0.57 | 0.39 | 0.56 | NA | NA | … | … | -0.72 | 2.80 | 0.63 | -0.08 | 0.27 | 1.45 | 1.11 | -0.23 | 0.83 | 1.26 | -1.16 | 0.39 |
| Standard Deviation(%) | NA | 7.10 | 8.13 | 8.33 | 13.31 | NA | NA | … | … | 7.54 | 4.83 | 10.51 | 10.35 | 7.26 | 7.68 | 10.21 | 16.23 | 15.10 | 22.86 | 28.55 | 13.30 |
| Draw Down(%) | NA | 7.68 | 9.53 | 15.93 | 22.92 | NA | NA | … | … | 7.68 | 1.80 | 8.70 | 13.16 | 8.22 | 8.14 | 11.25 | 15.30 | 12.95 | 21.90 | 42.43 | 9.51 |
| Yield(%) | 0.00 | 4.11 | 4.90 | 4.47 | 5.79 | 3.04 | 2.28 | … | … | 2.80 | 4.24 | 4.35 | 6.14 | 4.49 | 4.21 | 5.12 | 4.66 | 2.71 | 0.46 | 6.90 | 5.36 |
Data as of 11/02/2018, Common starting date is 04/10/2007
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| IIBIX (IVY GLOBAL INCOME ALLOCATION FUND CLASS I) |
-5.93%
Jun 2007 – Jun 2010 |
-1.02%
May 2007 – May 2012 |
3.22%
Oct 2007 – Oct 2017 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| IIBIX (IVY GLOBAL INCOME ALLOCATION FUND CLASS I) |
21.81%
Feb 2009 – Feb 2012 |
16.15%
Feb 2009 – Feb 2014 |
7.60%
Oct 2008 – Oct 2018 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart